Identification Number:
SI 00604 TN 10
Intended Audience:See Transmittal Sheet
Originating Office:ORDP OISP
Title:Completion of Form SSA-8000-BK, Application for Supplemental Security Income
Type:POMS Transmittals
Program:Title XVI (SSI)
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part SI – Supplemental Security Income
Chapter 006 – The SSI Application Process
Subchapter 04 – Completion of Form SSA-8000-BK, Application for Supplemental Security Income
Transmittal No. 10, 08/16/2019

Audience

OCO-OEIO: CR, FCR, FDE, RECONE;
OCO-ODO: CR, CST, CTE, CTE TE;
FO/TSC: CS, CS TXVI, CSR, CTE, DRT, FR, OA, TA, TSC-CSR;

Originating Component

OISP

Effective Date

Upon Receipt

Background

Effective August 16, 2019, as is currently done in Title II claims, technicians taking Supplemental Security Income claims will document only prior marriages that could result in entitlement to Title II benefits. This policy change is in support of Person Information (PI) launching a new marriage screen for the SSI Claim System that can propagate spouse data from the SSN directly into the application. PI is the web application that manages information SSA collects and maintains about an individual.

Summary of Changes

SI 00604.019 Prior Marriage(s): Question 6

  • We renamed the title of SI 00604.019 to "Prior Marriage(s)" and removed the "Question 6" text to have our policy align with the paper forms and intranet applications.

Subsection A

  • We renamed this section as "Background" to account for changes in marriage documentation policy and added the following, "Effective August 16, 2019, only document prior marriages that could result in entitlement to Title II benefits."

  • We removed the four items previously listed in this section and moved it to the new subsection C.

Subsection B

  • Content that was previously in this section is now in the new subsection D.

  • We renamed this section to "Policy for documenting prior marriages." This section instructs technicians to only collect information about prior marriages to identify potential eligibility to Title II benefits in five categories: Divorced spouse; Independently Entitled Divorced Spouse; Surviving Spouse; Surviving Divorced Spouse; and Surviving Divorced Mother/Father.

Subsection C

  • This is a new subsection. We added procedure for documenting prior marriages. We provided instructions to document marital relationships that began prior to the Effective Filing Date and ended in death (regardless of duration) or ended in divorce, if married 10 years or longer; or on or after the Effective Filing Date, to ensure we capture all deeming situations. We included four subsections, incorporating content that was previously found in subsection A.

Subsection D

  • This is a new subsection containing a reference list.

SI 00604.019 Prior Marriage(s)

A. Background

Effective August 16, 2019, as is currently done in Title II claims, technicians taking Supplemental Security Income claims will document only prior marriages that could result in entitlement to Title II benefits. Refer to GN 00205.070 for the Title II marriage documentation policy.

B. Policy for documenting prior marriages

Filing for other benefits is an eligibility requirement for SSI. We collect information about prior marriages to identify potential eligibility to Title II benefits for a:

  • Divorced Spouse;

  • Independently Entitled Divorced Spouse;

  • Surviving Spouse;

  • Surviving Divorced Spouse; or

  • Surviving Divorced Mother/Father.

C. Procedure for documenting prior marriages

When completing a full SSI application (i.e., not deferred or abbreviated), document marital relationships that began:

  • Prior to the Effective Filing Date and ended in death (regardless of duration) or ended in divorce, if married 10 years or longer; or

  • On or after the Effective Filing Date, to ensure we capture all deeming situations.

1. Information about prior marriages

Document the SSI application with the former spouse's:

  • Name (including maiden name);

  • Birthdate (in MM/DD/YYYY format);

  • Social Security number (if available);

  • Date of marriage (in MM/DD/YYYY format);

  • Date Marriage Ended; and

  • How marriage ended (for example, death, divorce, annulment, etc.).

2. Claimant potentially entitled to Title II benefits

If the claimant was previously married and is potentially eligible for Title II benefits on the earnings record of a former spouse, obtain a separate Title II application per SI 00601.035.

3. Former spouse potentially entitled to Divorced Spouse benefits

If the former spouse is potentially eligible to divorced spouse benefits on the claimant's earnings record, treat the naming of the former spouse as a lead. For processing leads, see GN 00202.020. For divorced spouse benefit requirements, see RS 00202.005.

4. Former spouse potentially eligible for Title XVI benefits

If the former spouse is potentially eligible for Title XVI benefits and meets the requirements in SI 00601.020 Protective Writings, closeout the protective filing per SI 00601.037D.

If there is no intent to file for the former spouse, treat as a lead following the closeout instructions in GN 00202.020.

D. References

  • RSDI Applications - Marital Relationship Questions, GN 00205.070

  • Divorced Spouse, RS 00202.005

  • Marriage, MS 08108.008

  • Independently Entitled Divorced Spouse, RS 00202.100

  • Widow(er)'s Benefits Definitions and Requirements, RS 00207.001

  • Surviving Divorced Mother/Father, RS 00208.010

  • Determining Whether a Marital Relationship Exists, SI 00501.150

  • Overview of the Filing for Other Program Benefits Requirement, SI 00510.001


SI 00604 TN 10 - Completion of Form SSA-8000-BK, Application for Supplemental Security Income - 8/16/2019